As GBGR’s Senior Trust Matters Coordinator, Bruce’s efforts are focused on complex structure administration and international estate and wealth protection planning. In addition, Bruce is heavily involved in investment portfolio planning and tax compliance matters.
His expertise is not only in the field of traditional investments but also in the area of hedge funds, funds of funds, leveraged funds, private equity funds, and venture investments. Bruce coordinates the firm’s professional relationships in the areas of international estate and asset protection planning. These professional relationships are with trust companies in more than a dozen non-U.S. jurisdictions, foreign banks, investment managers, and other professionals such as accountants and trust protectors. Bruce is a member of the Society of Trust and Estate Practitioners.